IPDP vs. JEPQ
Compare and contrast key facts about Dividend Performers ETF (IPDP) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
IPDP and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IPDP is an actively managed fund by Innovative Portfolios. It was launched on Dec 24, 2018. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IPDP or JEPQ.
Correlation
The correlation between IPDP and JEPQ is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IPDP vs. JEPQ - Performance Comparison
Key characteristics
IPDP:
1.25
JEPQ:
2.03
IPDP:
1.77
JEPQ:
2.65
IPDP:
1.23
JEPQ:
1.41
IPDP:
2.20
JEPQ:
2.37
IPDP:
7.79
JEPQ:
10.22
IPDP:
2.32%
JEPQ:
2.49%
IPDP:
14.44%
JEPQ:
12.53%
IPDP:
-31.85%
JEPQ:
-16.82%
IPDP:
-8.20%
JEPQ:
-2.10%
Returns By Period
In the year-to-date period, IPDP achieves a 17.17% return, which is significantly lower than JEPQ's 24.91% return.
IPDP
17.17%
-4.89%
5.55%
17.51%
N/A
N/A
JEPQ
24.91%
2.50%
8.47%
25.29%
N/A
N/A
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IPDP vs. JEPQ - Expense Ratio Comparison
IPDP has a 1.52% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
IPDP vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dividend Performers ETF (IPDP) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IPDP vs. JEPQ - Dividend Comparison
IPDP's dividend yield for the trailing twelve months is around 3.81%, less than JEPQ's 9.47% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
IPDP Dividend Performers ETF | 3.81% | 1.88% | 2.85% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.47% | 10.02% | 9.44% |
Drawdowns
IPDP vs. JEPQ - Drawdown Comparison
The maximum IPDP drawdown since its inception was -31.85%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for IPDP and JEPQ. For additional features, visit the drawdowns tool.
Volatility
IPDP vs. JEPQ - Volatility Comparison
Dividend Performers ETF (IPDP) has a higher volatility of 4.35% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 2.80%. This indicates that IPDP's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.